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Neuberger Berman Glbl Dyn Asset Allocr USD Z Acc

Ranked 27 out of 42 in - Flexible USD over 36 months
All calculations are in GBP unless stated

Managed by

Ajay Jain

Jon Jonsson

Born in Reykjavik in 1971, Jon Jonsson obtained a BSc in Applied Mathematics from the University of Iceland, and a Masters in Financial Engineering from New York University’s Stern Business School. He joined JP Morgan in 1998 where he was managing director, specialising in bond funds before moving to Neuberger Berman in 2013. Outside of fund management, Jon partakes in various sports, including golf, tennis, football and skiing, and he also enjoys food and wine.

Ugo Lancioni


The sub-fund aims to increase the value of your shares through a combination of growth and income by primarily investing in long and synthetic short positions of global sovereign and corporate bonds (debt securities), preferred stocks and money market instruments listed or traded on recognised markets worldwide. In order to achieve this objective the Fund will utilise a combination of discretionary (i.e. human) and systematic (i.e. mathematical model) investment processes.

Showing fund performance in United Kingdom View performance globally


Flexible USD over : 31/12/2015 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 2.1% -4.0% 6.1% 3.2% -2.8%
2017 0.1% 0.8% -0.9% -0.7% 0.9%
2016 17.8% -0.2% 8.8% 5.7% 2.6%
2015 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/09/2015
  • Share Class size11Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0


  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).